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I am baffled by this failure for TurboTax 2025 Premier to  download my stock sale info from Fidelity brokerage  (National Financial Services, LLC) as it did in previous years   Am I missing something?  Do I need to do all this detail transaction detail?   Do I need to provide detail transaction data (each stock transaction) to e-file file my return?   I was able to manually enter all the  SUMMARY  proceeds stock transaction data into TurboTax by copying it in manually from my printed National Financial Services report   My TurboTax program seems happy with this and is ready to let me e-file, but I am not certain that my filing is really complete  

The phrase "Nonded contrib - taxpayer" stands for Nondeductible Contributions made by the taxpayer, most commonly referring to contributions made to an IRA (or similar plan) that cannot be deducted from your taxable income.    Since you most likely received a deduction for your contributions to your son's TAP 529 plan in Pennsylvania, you can enter $0 if the review demands an entry.   Here's more info on the PA 529 Plan.   @trainboyd 

I can't really argue with your math.  I think the catch is the percentage you're using based on the days that you owned each home - a) I'm not sure it's ok and b) it's certainly not something TurboTax could calculate.     I would just tell you to make sure that you have thoroughly documented everything including this equation and set it aside in case there are questions later.

  @DaveF1006  Thank you for that explanation. I am still unsure about the contradiction with how the end date of residency is determined https://www.irs.gov/individuals/international-taxpayers/residency-starting-and-ending-dates  I don't think I qualify for the exemption of the rule, which would only make me exempt in 2026. In Example 10 from the IRS, this conclusion is made: Under the general rule, the residency ending date under the substantial presence test is December 31st of the year in which one ceases to be present in the United States. However, an exception is allowed for a residency ending date that is earlier than December 31st of a non-U.S. citizen’s last calendar year in the United States. Refer to Residency Starting and Ending Dates. The exception allows M’s residency ending date to be the last day during the calendar year that M ceases to be present in the United States if, for the remainder of the calendar year: M’s tax home is in a foreign country (Rev. Rul. 93-86); and  M maintains a closer connection to that foreign country than to the United States (Treas. Reg. § 301.7701(b)-2(d)). If M had qualified for the exception, M’s residency ending date under the exception to the general rule would have been 08-09-2024 (the date M ceased to be considered present in the United States, since M became an exempt individual on that date). However, M did not qualify for the exception to the general rule for determining one’s residency ending date because, after 08-09-2024, M did not have a tax home in a foreign country and did not maintain a closer connection to a foreign country than to the United States. Since M did not qualify for the exception to the residency ending date general rule, M’s residency ending date was 12-31-2024. What kind of federal income tax returns will M file for 2022 through 2025? 2022 and 2023: M will file Form 1040-NR as a nonresident each year. 2024: M will file Form 1040 as a U.S. resident. 2025: M will file Form 1040-NR as a nonresident.

Thank you for your reply but I manually entered the 1099-R (from the start) and just verified that there are no zeroes in any of the fields. I then went to the NJ return, went through Income again to ensure that the First Year check was checked and completed the section. I then selected ‘Done with state’ to run the check. Unfortunately, the error persists. The error seems to be coming from Part B of the worksheet, Unrecovered Contributions for Second and Later Years; I don’t know/understand why this section is completed since my interview response is that this is the first year.  

Are you asking if you can file as married filing jointly for your state?  Yes, you can.   If you filed your federal return  as married filing jointly, your information will flow from the federal return to the state return.

You said,   "The entry may not say Edit, but you can click on the pencil icon at the far right of that screen to edit your entry in "Summary of state and local tax refunds". Once you do that, it will have a screen "Tell us about the refund you received in 2025" - select the state from the dropdown, enter the tax return year (2023) and the payments and withholdings (from your 2023 NY IT-201, line 76) and the refund amount reported on the 1099-G. Once you select Continue, on the next screen you can select that you took the Standard Deduction by selecting Yes. Doing that will make the refund non-taxable."   Unfortunately, the above method is not the best way to handle this NY Status Inflation Relief amount as it is not a refund for 2023, rather it is a stimulus payment received in 2025. Some people have had their NY State filing rejected using the 2023 refund approach. The better method described in other posts is to list the NY Inflation Stimulus amount under "miscellaneous income" on the Federal form and enter the same amount on the NY form in the section "Other changes (adjustments) to your federal income" and go to the page "Enter any other subtractions".

They both get entered in the 1098 Mortgage interest, Points, Refinancing section.   It is the first section in the Deductions & Credits - Your Home section.   You can enter multiple mortgages, just click on Add new 1098 to add a second interest source.    You can also search for 1098 and use the Jump to 1098 link to be taken to that section.     The IRS lets you deduct your mortgage interest, but only if you itemize deductions. You can't deduct the principal (the borrowed money you're paying back).        Can I deduct my mortgage interest?       Can I deduct interest on a home equity loan or a HELOC?  

If you mean you had to verify your identity with the IRS, your only source of information is the IRS.  TurboTax has no involvement in your identity verification.    Having to verify your identity can delay your refund for a number of weeks,  even for nine weeks.  Watch the IRS refund site for information.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

thank you! then how come the software didn't say i needed to file an amended tax return? when i was filing taxes, the software let me know that i had overcontributed to my HSA for the 2025 tax year. Like it told me that I had overcontributed to my HSA and so i clicked on the button that says: "I will withdraw the excess contribution before April 15th 2026". the software never said anything about having to file an amended tax return

If you are asking how to get your North Carolina retirement earnings form (such as a 1099-R for taxes) from the North Carolina Retirement system, you can log in to the ORBIT system for the North Carolina Retirement system.   You can download and print tax forms and income verification letters from this portal.   Log in to your NC 401(k) and NC 457 Plan account to access your necessary forms.   Generally, these forms are mailed to you on an annual basis, usually in January,. You can also access them through the My NC Retirement system. Please return to Community if you have any additional information or questions and we would be happy to help. 

You should have a 1099R from the financial institution from which you got the RMD.   You may be able to import it or get it from their website.   If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.    

In the U.S. progressive tax system, adding $1,809 in earnings usually results in a tax exactly of 24% of that amount. However, if TurboTax is showing that you owe a higher amount, it may be due to a small portion of that income pushing into the 32% tax bracket, or it slightly reduced a tax credit you were receiving.   You had questions about how to report the earnings. Since you will not receive your official Form 1099-R until 2027, follow these steps to enter the substitute 1099-R:   Go to Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R, select the Enter a different way box, then Type it in myself On the next screen, you can select Type it in myself, or other options, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details from your Form 1099-R, enter total distribution in Box 1 and only the earnings in Box 2a Ensure the IRA/SEP/SIMPLE box is unchecked Use Distribution Code J & P in Box 7, then Continue Choose Year 2026 as the year on your Form 1099-R Continue until, "Tell us which person may have qualified for a penalty exception" and select the pencil symbol Next, on the, "These situations may lower your tax bill" screen, enter the amount of earnings under, "Corrective distributions made before the due date..."